Professional Biography
How do you describe what you do?
I work in the Glasgow office for Evelyn Partners where I produce and manage tailored Investment portfolios for a wide range of clients including individuals, trusts and charities to help reach their financial goals.
What's next for you professionally?
Keep working to progress to a fully qualified Portfolio Manager and start managing clients of my own.
What qualifications and memberships do you have?
CISI Chartered Wealth Manager.